Data capture
- Suggested accounts, tax codes and dimensions
- Supplier bill and receipt reading into drafts
- Duplicate document detection
- Attachment matching to transactions
See how the modules share one ledger, one customer record and one set of controls.
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See the approachPlatform ยท Insight
We describe these capabilities conservatively. They reduce keying and checking; they do not close your books for you.
Capabilities
Connected by design
Nothing here runs in isolation. Each action below updates the shared record other teams already work from.
Every generated entry remains a draft until a user with rights approves it.
Captured bills still pass matching and approval before posting.
Generated answers link to the underlying report and documents.
Assistive features respect the same role and company permissions.
Automated actions are recorded in the audit trail like any other change.
Features can be enabled or disabled per tenant and per role.
Next step
Discuss your processes, reporting requirements and growth plans with our ERP specialists.